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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$116K -$19.8K -1,873 -15%
AWM
127
Apollon Wealth Management
South Carolina
$115K -$15.1K -1,425 -12%
FWM
128
Focused Wealth Management
New York
$115K +$2.24K +212 +2%
VCM
129
Virtue Capital Management
Tennessee
$113K
AWM
130
Atticus Wealth Management
Florida
$112K
GC
131
Guggenheim Capital
Illinois
$112K -$137 -13 -0.1%
RA
132
RFG Advisory
Alabama
$111K
AA
133
Advisory Alpha
Michigan
$106K -$13.4K -1,263 -11%
GWM
134
Geneos Wealth Management
Colorado
$102K +$21.9K +2,072 +27%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$93K -$7.22K -682 -7%
Bank of America
136
Bank of America
North Carolina
$70.2K -$55.3K -5,230 -44%
CFGS
137
Concourse Financial Group Securities
Alabama
$67.6K
Wells Fargo
138
Wells Fargo
California
$63.9K +$11 +1 +0%
SOS
139
Silver Oak Securities
Tennessee
$63K -$329K -31,134 -84%
PTC
140
Private Trust Company
Ohio
$55.9K -$3.38K -320 -6%
CCP
141
Carmel Capital Partners
California
$52.9K -$85.4K -8,075 -62%
CFD
142
Creative Financial Designs
Indiana
$52.9K
CAS
143
Coppell Advisory Solutions
Texas
$51.6K +$51.6K +5,297 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$51.2K +$9.88K +935 +24%
HNB
145
Huntington National Bank
Ohio
$49.7K +$49.7K +4,704 New
JGCM
146
Joseph Group Capital Management
Ohio
$43.7K
TSWM
147
Tyler-Stone Wealth Management
Ohio
$41K
FCA
148
FinTrust Capital Advisors
South Carolina
$37.3K +$37.3K +3,528 New
S
149
SignatureFD
Georgia
$35K
SS
150
Sunbelt Securities
Texas
$31.7K -$29K -2,741 -48%